> ## Documentation Index
> Fetch the complete documentation index at: https://docs.intellikon.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Learners and accounts

> Invite the people who will take your training, enrol them in modules, and follow their progress.

Your learners are the people in your customer accounts. Each learner belongs to one account, as a User or an Account Admin. **Learners** lists everyone in those accounts, with their progress, and **Accounts** shows the same people grouped by company. Learners see the published modules that are open to their account. When you enrol them in a module, their progress in it shows here.

## Before you start

The learner's company must already be an account in Studio. Accounts are managed in Studio settings under **Accounts**.

## Invite a learner

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/lexis/invite-user.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=a902069b7f08c5888af0e3354d076973" alt="The Invite user window, with Email, First name, Last name, Role and Account, and the Cancel and Send invite buttons." width="1030" height="1000" data-path="images/lexis/invite-user.png" />
</Frame>

<Steps>
  <Step title="Open the form">
    Select **Learners**, then **+ Invite user**.
  </Step>

  <Step title="Enter their email">
    Enter their **Email**.
  </Step>

  <Step title="Add their first name">
    Enter their **First name** if you want.
  </Step>

  <Step title="Add their last name">
    Enter their **Last name** if you want.
  </Step>

  <Step title="Choose their role">
    Under **Role**, keep **User (can be enrolled as learner)**, or choose **Account Admin**.
  </Step>

  <Step title="Choose their account">
    Under **Account**, choose the company they work for.
  </Step>

  <Step title="Send it">
    Select **Send invite**.
  </Step>
</Steps>

Lexis sends them an invitation email, and they appear in **Learners** with the status **Pending invite** until they [set up their account](/get-started/sign-in#signing-in-for-the-first-time). Next, [enrol them in a module](#enrol-a-learner-in-a-module).

## Enrol a learner in a module

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/lexis/enrol-learner.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=551ae98a84873a1dccf1b083ccdcf922" alt="The Enrol 1 user in module window, with the Module picker, Cancel and Enrol." width="1040" height="450" data-path="images/lexis/enrol-learner.png" />
</Frame>

<Steps>
  <Step title="Open the learner">
    Select **Learners**, then select the learner's name.
  </Step>

  <Step title="Start the enrolment">
    Select **Enrol in module**.
  </Step>

  <Step title="Choose the module">
    Under **Module**, choose the module.
  </Step>

  <Step title="Enrol them">
    Select **Enrol**.
  </Step>
</Steps>

Lexis confirms the enrolment, and the module counts towards the learner's progress. Modules they are already in show as **Already enrolled** in the list.

To enrol several learners at once:

<Steps>
  <Step title="Choose the learners">
    In **Learners**, tick each learner in the list.
  </Step>

  <Step title="Start the enrolment">
    Select **Enrol in module** in the bar that appears.
  </Step>
</Steps>

Next, [follow their progress](#see-how-learners-are-doing).

## Enrol everyone in an account

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/lexis/bulk-enrol.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=e962904ef8a1c6f85ea37d20270ec365" alt="The Enrol all users in module window for an account, with the Module picker, Cancel and Enrol." width="1030" height="450" data-path="images/lexis/bulk-enrol.png" />
</Frame>

<Steps>
  <Step title="Open the account">
    Select **Accounts**, then select the account.
  </Step>

  <Step title="Start the enrolment">
    Select **Bulk enrol all**.
  </Step>

  <Step title="Choose the module">
    Under **Module**, choose the module.
  </Step>

  <Step title="Enrol them">
    Select **Enrol**.
  </Step>
</Steps>

The account's **Modules** tab shows how many of its learners are in each module. Next, [follow their progress](#see-how-learners-are-doing).

## Reset, complete or remove a module

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/lexis/learner-panel.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=30bc705eda859dce246b9a0ee6fa4387" alt="The Modules tab of a learner's panel, listing each module with its status and progress and Reset, Complete and Unenrol under it." width="1040" height="1100" data-path="images/lexis/learner-panel.png" />
</Frame>

Each module on a learner's **Modules** tab has three buttons:

* **Reset** clears their progress in that module, so they start it again.
* **Complete** marks every step in the module as done.
* **Unenrol** takes them out of the module and hides it from them.

<Warning>Reset and Unenrol clear the learner's progress in that module. You cannot get it back.</Warning>

<Steps>
  <Step title="Open the learner">
    Open a learner from **Learners**.
  </Step>

  <Step title="Choose what to do">
    On their **Modules** tab, select **Reset**, **Complete** or **Unenrol** on the module.
  </Step>
</Steps>

Select **Per-step engagement** under a module to see which steps they have finished and how long each took. Next, [see how learners are doing](#see-how-learners-are-doing).

## See how learners are doing

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/lexis/accounts.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=da2d6f6586cf5ee110b2ff44c47f2d8d" alt="The Accounts list, with each account's learners, modules and completion." width="1640" height="620" data-path="images/lexis/accounts.png" />
</Frame>

* **Dashboard** shows enrolment and progress across your workspace. Use **Customers**, **Team** or **Partners** at the top to switch between your customers' learners, your own team and your partners.
* **Learners** shows each learner's account, status, modules and progress. Use the filters above the list to narrow it by account, role or progress, and the search box to find someone by name or email.
* **Accounts** shows each customer account with its number of learners, modules and overall completion. Select an account to see its learners.
* **Analytics** breaks progress down by learner, by step and by module. Its **Feedback** tab shows how learners have rated each step. Tenant Owners and Workspace Admins can open it.

To take a list away with you:

<Steps>
  <Step title="Choose the learners">
    Tick the learners you want.
  </Step>

  <Step title="Export them">
    Select **Export CSV**.
  </Step>
</Steps>

Lexis downloads a spreadsheet file of them. Next, [see what an account's learners see](#see-what-an-accounts-learners-see).

## See what an account's learners see

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/lexis/preview-learning.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=4fe79db85ef8d11a26e2cbbed0acaff7" alt="The learning preview for one account, with the read-only banner, Back to accounts, the Dashboard, Modules, Tracks and My certificates links, and the account's modules." width="1440" height="884" data-path="images/lexis/preview-learning.png" />
</Frame>

Tenant Owners, Workspace Admins and Workspace Members can look at Lexis the way an account's learners see it, to check which modules and tracks are open to them.

<Steps>
  <Step title="Open the accounts">
    Select **Accounts**.
  </Step>

  <Step title="Start the preview">
    Select **Preview learning** on the account's row.
  </Step>

  <Step title="Look around">
    Use **Dashboard**, **Modules**, **Tracks** and **My certificates** at the top to see each part as the account's learners do.
  </Step>

  <Step title="Finish">
    Select **Back to accounts**.
  </Step>
</Steps>

The banner at the top shows **Learning preview** and the account's name. The preview is read-only: nothing you do in it is saved. Next, [take training yourself](#take-training-yourself).

## Take training yourself

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/lexis/learn-profile.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=cf1fa3e1c63712e95b6111d00ba3b6ca" alt="The My Learning profile, with Your learner name, First name, Last name and Save." width="1200" height="840" data-path="images/lexis/learn-profile.png" />
</Frame>

Tenant Owners, Workspace Admins and Workspace Members can take the modules and tracks open to them in **My Learning**. **Overview** lists them, with your progress. Before you start, set the name you want on your certificates.

<Steps>
  <Step title="Open your profile">
    Select **My Learning**, then **Profile**.
  </Step>

  <Step title="Enter your name">
    Under **Your learner name**, enter your **First name** and **Last name**.
  </Step>

  <Step title="Save">
    Select **Save**.
  </Step>
</Steps>

This name now shows on your learning profile and on the certificates you earn. Next, [set up certificates](/products/lexis/certificates).

## Troubleshooting

<AccordionGroup>
  <Accordion title="Lexis says some learners were skipped">
    The module is not open to their account. Change the module's [Organisation Access](/products/lexis/modules#choose-who-can-see-a-module), or enrol them in another module.
  </Accordion>

  <Accordion title="The invite form says Please select an account">
    Choose the learner's company under **Account**. If it is not listed, ask a Tenant Owner or Workspace Admin to add it in Studio settings under **Accounts**.
  </Accordion>
</AccordionGroup>
